MG
Michael D. Gorsline
EVERGREEN WEALTH MANAGEMENT
Williamston, MI 48895
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CRD#: 6120741
MG
Professional summary
Michael Duane Gorsline is a registered financial advisor currently at EVERGREEN WEALTH MANAGEMENT, LLC located in Williamston, Michigan.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Michael has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MICHAEL DUANE GORSLINE IS AN INDEPENDENT LICENSED INSURANCE AGENT, AND FROM TIME TO TIME, WILL OFFER CLIENTS ADVICE OR PRODUCTS FROM THOSE ACTIVITIES. CLIENTS SHOULD BE AWARE THAT THESE SERVICES PAY A COMMISSION OR OTHER COMPENSATION AND INVOLVE A CONFLICT OF INTEREST, AS COMMISSIONABLE PRODUCTS CONFLICT WITH THE FIDUCIARY DUTIES OF A REGISTERED INVESTMENT ADVISER. EWM ALWAYS ACTS IN THE BEST INTEREST OF THE CLIENT; INCLUDING THE SALE OF COMMISSIONABLE PRODUCTS TO ADVISORY CLIENTS. CLIENTS ARE IN NO WAY REQUIRED TO UTILIZE THE SERVICES OF ANY REPRESENTATIVE OF EWM IN CONNECTION WITH SUCH INDIVIDUAL'S ACTIVITIES OUTSIDE OF EWM.
MICHAEL DUANE GORSLINE SPENDS 15 HOURS PER WEEK OF HIS TIME ON THOSE ACTIVITIES AND CONSIDERS THEM HIS PRIMARY BUSINESS.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Duane Gorsline's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 28, 2015 - Present
EVERGREEN WEALTH MANAGEMENT, LLC
Office #1: 319 W Grand River Ave, Williamston, MI 48895RIA
CRD#: 174090
Williamston, MI
Past
December 14, 2012 - March 11, 2015
CAMELOT PORTFOLIOS, LLC
RIA
CRD#: 145918
MAUMEE, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
EVERGREEN WEALTH MANAGEMENT, LLC
EVERGREEN WEALTH MANAGEMENT | HANLEY, STEPHEN | EVERGREEN WEALTH MANAGEMENT, LLC
CRD#: 174090 / SEC#: 801-125737
RIA
Registered Investment Advisory firm - (5/27/2022 Approved)Florida
Registered Investment Advisory firm - (6/20/2022 Terminated)Michigan
Registered Investment Advisory firm - (6/30/2022 Terminated)Ohio
Registered Investment Advisory firm - (6/21/2022 Terminated)Texas
Registered Investment Advisory firm - (6/20/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(1/28/2015)
Current Firm
EW
EVERGREEN WEALTH MANAGEMENT, LLC
EVERGREEN WEALTH MANAGEMENT | HANLEY, STEPHEN | EVERGREEN WEALTH MANAGEMENT, LLC
CRD#: 174090 / SEC#: 801-125737
RIA
Registered Investment Advisory firm - (5/27/2022 Approved)Florida
Registered Investment Advisory firm - (6/20/2022 Terminated)Michigan
Registered Investment Advisory firm - (6/30/2022 Terminated)Ohio
Registered Investment Advisory firm - (6/21/2022 Terminated)Texas
Registered Investment Advisory firm - (6/20/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
319 W Grand River Ave, Williamston, MI 48895
Mailing Address
Phone number
(517) 655-2118
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,458 |
| AUM (Assets Under Management) | $ 211,031,724 |
Red Flags
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